David Shober is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Woodbury Financial Services, SSN Advisory, and National Planning Corporation. Outside of his advisory work, he owns SZC Financial Planning & Management and is involved in insurance services offering fixed annuities and life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary consulting, plan design, and employee education services supported by extensive due diligence and access to multiple management platforms.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at several firms including Shober Zelcer and S. Z. Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, vendor searches, and plan design. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.